See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,887 | $109,982-6.5% | $97,226+5.8% | $145,922-29.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.74% | 242.90%-231.2pp | 75.13%-63.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,782 | $3,084-42.2% | $2,729-34.7% | $4,660-61.8% |
| Participant deferral / active EE | $5,393 | $4,676+15.3% | $4,264+26.5% | $6,688-19.4% |
| Admin fee / account holder | $1,075 | $6,221-82.7% | $5,654-81.0% | $13,397-92.0% |